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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,065 | $110,337-90.9% | $102,383-90.2% | $145,877-93.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | -32.91% | 24.83%-57.7pp | 24.94%-57.8pp | 551.28%-584.2pp |
| Employer contribution / active EE | $2,065 | $4,216-51.0% | $3,870-46.6% | $4,663-55.7% |
| Participant deferral / active EE | $5,418 | $5,621-3.6% | $5,060+7.1% | $6,691-19.0% |
| Admin fee / account holder | $2,974 | $9,750-69.5% | $8,391-64.6% | $13,402-77.8% |